Gateway Wealth Partners, LLC
APPLETON WI · SEC CIK 0001966037
$25.66亿2026Q1 申报市值
925持仓数
15.4%前十大占比 · 第一大 2.5%
459 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$5,233.96万
AAPL 加仓+$3,320.08万
SPYM 加仓+$3,144.37万
TOUS 新建仓+$2,883.05万
NVDA 加仓+$2,597.92万
2026Q1 卖出最多 按季末市值估算
TTEQ 清仓-$1,544.43万
AMLP 减仓-$1,402.14万
FSK 减仓-$722.19万
DIGITALBRIDGE GR 清仓-$696.23万
OEF 减仓-$443.49万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BYLD | ISHARES TR | $20.29万 | 0.01% | 9,004 | 9,004 | — | $20.29万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $20.18万 | 0.01% | 16,570 | 16,570 | — | $20.18万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $20.18万 | 0.01% | 6,095 | 6,095 | — | $20.18万 | 新建仓 |
| PHM | PULTE GROUP INC | $20.16万 | 0.01% | 1,714 | 1,714 | — | $20.16万 | 新建仓 |
| — | SPROTT ETF TRUST | $20.11万 | 0.01% | 2,336 | 2,336 | — | $20.11万 | 新建仓 |
| BP | BP PLC | $20.09万 | 0.01% | 4,273 | 4,273 | — | $20.09万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $20.07万 | 0.01% | 3,940 | 3,940 | — | $20.07万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.38万 | 0.01% | 10,992 | 10,992 | — | $18.38万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $18.34万 | 0.01% | 11,142 | 11,142 | — | $18.34万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $17.80万 | 0.01% | 20,550 | 10,275 | 100.0% | $8.90万 | 加仓 |
| — | REPOSITRAK INC | $17.14万 | 0.01% | 22,552 | 11,276 | 100.0% | $8.57万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $16.72万 | 0.01% | 33,237 | 33,237 | — | $16.72万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $14.88万 | 0.01% | 13,250 | 13,250 | — | $14.88万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $14.51万 | 0.01% | 11,222 | 11,222 | — | $14.51万 | 新建仓 |
| — | GRANITESHARES ETF TR | $12.64万 | 0.00% | 10,936 | 10,936 | — | $12.64万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $11.92万 | 0.00% | 28,922 | 15,531 | 116.0% | $6.40万 | 加仓 |
| CNH | CNH INDL N V | $11.54万 | 0.00% | 10,493 | 10,493 | — | $11.54万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $11.50万 | 0.00% | 10,000 | 10,000 | — | $11.50万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $10.30万 | 0.00% | 11,800 | 11,800 | — | $10.30万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $9.80万 | 0.00% | 12,000 | 12,000 | — | $9.80万 | 新建仓 |
| HLIT | HARMONIC INC | $8.98万 | 0.00% | 10,000 | 10,000 | — | $8.98万 | 新建仓 |
| NOK | NOKIA CORP | $8.10万 | 0.00% | 10,074 | 10,074 | — | $8.10万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $6.78万 | 0.00% | 13,084 | 13,084 | — | $6.78万 | 新建仓 |
| — | GOLDMINING INC | $2.07万 | 0.00% | 17,390 | 17,390 | — | $2.07万 | 新建仓 |
| — | EHEALTH INC | $1.29万 | 0.00% | 10,000 | 10,000 | — | $1.29万 | 新建仓 |
| TTEQ | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -474,914 | -100.0% | -$1,544.43万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -453,867 | -100.0% | -$696.23万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -539,245 | -100.0% | -$298.74万 | 清仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -22,549 | -100.0% | -$111.56万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,153 | -100.0% | -$48.36万 | 清仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -7,173 | -100.0% | -$43.29万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -450 | -100.0% | -$27.15万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,605 | -100.0% | -$21.88万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -25,902 | -100.0% | -$9.64万 | 清仓 |